Audience

Financial institutions interested in a powerful CRM built on top of Dynamics 365

About VeriTouch

VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey.​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. ​​VeriPark’s Copilots for financial services seamlessly integrate GenAI capabilities into our VeriTouch Banking CRM. Applicable industries: Retail, SME & Corporate Banking, Insurance, Private Banking & Wealth Management

Integrations

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Company Information

VeriPark
Founded: 1998
United Kingdom
www.veripark.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

VeriTouch Frequently Asked Questions

Q: What kinds of users and organization types does VeriTouch work with?
Q: What languages does VeriTouch support in their product?
Q: What kind of support options does VeriTouch offer?
Q: What other applications or services does VeriTouch integrate with?
Q: What type of training does VeriTouch provide?

VeriTouch Product Features

Banking

Transaction Monitoring
Private Banking
Multi-Branch
Online Banking
Risk Management
Investment Banking
Retail Banking
Credit Card Management
Securities Management
ATM Management
Credit Union
Corporate Banking
Compliance Tracking

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

VeriTouch Additional Categories